What are the responsibilities and job description for the Client Relationship Consultant 3 position at Jobleads-US?
Client Relationship Consultants
Build relationships with customers through multiple channels, including in-person, by appointment, and virtually, providing expert counsel while adopting a digital-first mindset.
- Main Responsibilities:
- Assess and meet customers' banking needs, gathering and processing customer and account information, and educating them on available deposit and loan products and services.
- Recommend solutions tailored to each customer's unique goals and needs.
- Maintain a working knowledge of consumer and business banking products and services, including digital offerings.
- Provide a seamless client experience, including greeting clients and processing basic transactions.
- Develop partnerships with branch team members and partners to best serve clients.
- Open new consumer and business accounts, complete service requests, and submit credit applications.
- Educate clients on emerging and self-service digital products and services to assist with meeting their financial needs.
This role requires registration under the National Mortgage Licensing System (NMLS), which includes a background and credit check. Failure to meet or maintain any NMLS registration requirements may result in offer rescission or termination.
Requirements
- Minimum 4-5 years of job-related retail banking experience or a combination of experience and training.
- Proven ability to build and foster relationships with clients through proactive outreach and follow-up.
- Thorough knowledge of bank and branch policies, procedures, and support systems.
- Knowledge of all retail products and services.
- Proven customer service and interpersonal skills.
- Experience with using and demonstrating digital products and self-service technologies.
- Ability to identify and address a customer's true needs while embracing a digital-first approach.
- Bilingual proficiency in Spanish and English (business level).
Benefits
Our comprehensive benefits package is designed to support your well-being, financial security, and peace of mind. Highlights include:
- Healthcare (medical, dental, vision)
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Up to 11 paid holiday opportunities
Equal Opportunity Employer
Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status. We participate in the U.S. Department of Homeland Security E-Verify program and conduct background checks consistent with applicable laws.
